African American Initiative
How We Work
Our Firm has taken the challenge of working with Retirement and Insurance companies to develop programs to be cultural sensitive and relevant. Many Affluent African American professionals are getting tier 2 and 3 customer service in our industry and we are here to give you the proper care you have worked so hard to deserve. Our Firm has taken the initiative to foster relationship with Associations and Community Programs to stay current with the changes going on in the business world.

Servicing those who Serve
We create strategies that are tailored to your needs and goals.

Philanthropy
Years of experience have prepared us to guide you through your life transitions.

Business Planning and Business Coaching
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Professional Athletes
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.